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iShares FTSE NAREIT Real Est 50 Ind shares owned by Relative Value Partners

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Relative Value Partners from 13F filings

Historical chart of Relative Value Partners investment in iShares FTSE NAREIT Real Est 50 Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Real Est 50 Ind held by Relative Value Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Relative Value Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $549k 10k 54.29
2023-09-30 $969k 21k 47.18
2023-06-30 $5.4M 105k 51.41
2023-03-31 $5.1M 100k 50.40
2022-12-31 $4.1M 82k 49.45
2022-09-30 $3.8M 80k 47.50
2022-06-30 $4.3M 75k 57.08
2022-03-31 $4.0M 62k 64.65
2021-12-31 $3.9M 58k 67.60
2021-09-30 $2.7M 46k 58.66
2021-06-30 $1.8M 31k 58.33
2021-03-31 $1.0M 20k 52.38
2020-12-31 $516k 11k 48.40